Tricia B. Branch, Agent with New York Life

I am a Financial Services Professional offering securities products and services through NYLIFE Securities, LLC.

I am an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the State of Virginia, North Caroline and Florida. No insurance business may be conducted outside the states referenced. Additionally, I am a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency, 4435 Waterfront Drive, Suite 400, Glen Allen, VA 23060. No offers may be made or accepted from any resident outside the specific states referenced. Neither New York Life Insurance Company, nor its agents, provide tax, legal or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions.

[04/27/20]   "Life's most persistent and urgent question is, 'What are you doing for others?'" ~Martin Luther King, Jr.

When it comes to retirement, sooner is not always better. Read this article to learn how waiting until full retirement age (or later) can substantially increase your Social Security benefit.http://thenautilusgroup.com/nautilusnavigator/socialsecuritybenefits.pdf

Did you know waiting to collect your social security can be more beneficial? Let's come up with a retirement strategy that best fits your situation.

As the prospect of retirement arises, so can new medical issues. What measures are you taking to ensure you and your loved ones stay financially secure? Let me know in the comments below.

Guaranteed income + potential dividends. Let's talk about the benefits of a New York Life Mutual Income Annuity today: https://bcove.video/2DW60Wd.

A solid retirement plan doesn't create itself. Let me help you get started today.

Still a little fuzzy when it comes to preparing for retirement? Let's talk about your goals.

[03/04/20]   "If it doesn't challenge you, it doesn't change you." ~Fred DeVito

When nearing retirement, it’s important to review the various retirement savings vehicles within your portfolio to develop a tax efficient strategy to secure cash flow. Read this article featuring CPA Robert Keebler to learn more. http://bit.ly/2SnYpnh

[03/01/20]   "Some people want it to happen, some wish it would happen, others make it happen." ~Michael Jordan

Alzheimer’s is the #1 reason that individuals over 65 need long-term care. Learn how to reduce your risk of Alzheimer’s: http://bit.ly/2BeIJNu.

[02/27/20]   "There are only two ways to live your life. One is as though nothing is a miracle. The other is as though everything is a miracle." ~Albert Einstein

[02/26/20]   "What you think, you become. What you feel, you attract, What you imagine, you create." ~Buddha

As retirement approaches, there are steps you can take to make it the best it can be. What steps have you taken so far? Comment below.

10 Things You Need to Know About Income Annuity |New York Life

Everything you need to know about income annuities (and then some).

newyorklife.com 10 things about income annuities.

[02/19/20]   "What we see depends mainly on what we look for." ~John Lubbock

Not sure what to do now that you've reached retirement age? Don't worry, you're not alone. Share your questions in the comment section below.

[11/18/19]   "The world is but a canvas to the imagination." ~Henry David Thoreau

[10/21/19]   "The great thing in this world is not so much where you stand, as in what direction you are moving." ~Oliver Wendell Holmes

Having the best time with Jeffrey Fowlkes and his family at the 10th annual Natural Beauty Expo!!!

[10/07/19]   "Success usually comes to those who are too busy to be looking for it." ~Henry David Thoreau

[09/30/19]   "What we see depends mainly on what we look for." ~John Lubbock

[09/23/19]   "The best preparation for tomorrow is doing your best today." ~H. Jackson Brown, Jr.

[09/16/19]   "For it is in giving that we receive." ~Francis of Assisi

[09/09/19]   "Help others achieve their dreams and you will achieve yours." ~Les Brown

[09/02/19]   "Make today count, you’ll never get this day back."

[08/26/19]   "The biggest adventure you can take is to live the life of your dreams." ~Oprah Winfrey

[08/19/19]   "There are many points in life when we cannot see what awaits us around the corner, and it is precisely at such times, when our path forward is unclear, that we must bravely keep our nerve, resolutely putting one foot before the other as we march blindly into the dark." ~The Hundred-Foot Journey

[08/12/19]   "When you make loving others the story of your life, there's never a final chapter, because the legacy continues. You lend your light to one person, and he or she shines it on another and another and another." ~Oprah Winfrey

[08/05/19]   "Go confidently in the direction of your dreams! Live the life you’ve imagined." ~Henry David Thoreau

[07/29/19]   “Though no one can go back and make a brand new start, anyone can start from now and make a brand new ending.” ~Carl Bard

[07/22/19]   "I don’t want to get to the end of my life and find that I lived just the length of it. I want to have lived the width of it as well." ~Diane Ackerman

[07/15/19]   "Change the way you look at things and the things you look at change." ~Wayne W. Dyer

[07/08/19]   "Things turn out best for the people who make the best of the way things turn out." ~John Wooden

[07/01/19]   "It's kind of fun to do the impossible." ~Walt Disney

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Location

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4435 Waterfront Dr, Ste 400
Glen Allen, VA
23060

General information

I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions.
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